Revenue segments as reported by the company.

Cable Communications

NBCUniversal

Connectivity & Platforms

Content & Experiences

Corporate and Other

Eliminations

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Programming and production

Other operating and administrative

Advertising, marketing and promotion

Depreciation

Amortization

Goodwill and long-lived asset impairments

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Comcast

DreamWorks is an American film production label of Amblin Partners. It has produced or distributed more than ten films with box-office grosses of more than $100 million each.

DreamWorks

Fandango is an American ticketing company that sells movie tickets via their website as well as through their mobile app of which Comcast owns 70% of.

Fandango

NBCUniversal is an American multinational media conglomerate that is a subsidiary division of Comcast.

NBC Universal

FreeWheel is a technology platform for ad management and monetization, a private marketplace for premium television inventory, and advisory services.

FreeWheel

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Comcast achieves record revenue and subscriber growth in 2022

Comcast delivered exceptional financial results in 2022, focusing on strategic investments in key growth areas. While facing challenges in certain segments, the company is optimistic about future prospects and is prioritizing cost management and network expansion. Opportunities for growth exist in NBCUniversal, wireless services, and the stabilized ad market.

Comcast reports strong Q1 earnings, eyes wireless growth opportunities

Comcast's Q1 2023 earnings call highlighted robust financial performance, strategic growth areas, and challenges in content revenue and video segment, underscoring the company's adaptability and focus on innovation.
The emphasis on connectivity, margin improvement, and subscriber growth positions Comcast favorably in the competitive landscape, with a strong foundation for future expansion and revenue diversification.
Strategic discussions around network capabilities, content differentiation, and operational optimizations reflect Comcast's proactive approach to navigating industry shifts and maximizing shareholder value.

Comcast reports solid Q2 growth, eyes sports rights expansion

Comcast's Q2 performance showcased revenue growth and milestone EBITDA figures, with notable successes in broadband, theme parks, and Peacock. Despite challenges in the broadband market and content losses, Comcast's strong balance sheet and strategic initiatives position it well for future growth and expansion.

Comcast reports strong Q3 earnings, eyes sports streaming growth

Comcast's Q3 performance reflects solid growth in revenue, EBITDA, and EPS, driven by strong performance in connectivity, content, and parks businesses.
While facing challenges such as Peacock's losses and ARPU growth deceleration, Comcast remains focused on strategic investments in existing businesses for sustainable growth.
The company's emphasis on innovation, market leadership, and network enhancements positions Comcast well to capitalize on opportunities in sports streaming, business services, and network technology.

Comcast achieves record revenue in Q4 2023, eyes growth opportunities

Comcast's Q4 2023 performance showcased record revenue and strong financial metrics, driven by growth in connectivity and content segments.
The company faces challenges in revenue diversification, competitive broadband landscape, and short-term financial pressures from elevated CapEx levels.
However, Comcast's strengths lie in identified growth opportunities, successful partnerships, and focus on user experience and subscriber retention.
With a strategic focus on margin expansion, capital returns, and upcoming projects, Comcast remains positioned for long-term growth and success.

Comcast reports robust Q1 earnings, eyes growth in content and broadband

Comcast's strong financial performance and strategic focus on key segments position the company for continued growth and shareholder value creation.
While facing challenges in content monetization and subscriber retention, Comcast's emphasis on ARPU growth and market expansion presents opportunities for future revenue growth.
Investments in theme parks, exploration of new ventures like video games, and the success of Peacock streaming service underscore Comcast's commitment to innovation and market relevance.

Comcast reports strong broadband growth, faces challenges in Parks segment

Comcast's Q2 2024 earnings call highlighted strong broadband revenue growth and challenges in Parks segment.
The company emphasized market segmentation, ARPU growth, and new product offerings for price-conscious customers.
Peacock's revenue growth from advertising and distribution, along with upcoming Studios titles, offset revenue declines.
Capital return initiatives and network expansion efforts underscored a focus on shareholder value and competitive adaptability.
Excitement for upcoming Epic Universe opening and positive outlook for long-term growth opportunities across segments.

Comcast reports robust Q3 earnings driven by media and connectivity

Comcast's Q3 performance showcased strong revenue growth, particularly in the media and connectivity segments.
While facing challenges in subscriber losses and theme park revenue decline, the company remains focused on financial stability and shareholder returns.
Opportunities lie in investing in growth areas like the upcoming theme park and expanding market share in broadband and mobile services.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Agnico Eagle Mines

Dominion Energy

Lockheed Martin

Newmont Mining

Procter & Gamble

Molson Coors Brewing

Everything is starting to look rosy again. The inflation data for October came in below the estimates; earnings have been reasonably good for the third quarter, and Congress may get the ongoing budget issues sorted out for a few years instead of a few weeks.

7 Dividend Stocks You Need To Own If the Market Crashes

Comcast's (CMCSA) AudienceXpress collaborates with Epsilon to expand audience reach and increase the scale of convergent TV purchasing.

Comcast (CMCSA) AudienceXpress, Epsilon Partner for Ad Revenues

Here is how Comcast (CMCSA) and Lululemon (LULU) have performed compared to their sector so far this year.

Are Consumer Discretionary Stocks Lagging Comcast (CMCSA) This Year?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Should Value Investors Buy Comcast (CMCSA) Stock?

Comcast Corporation (NASDAQ:CMCSA ) Morgan Stanley European Technology, Media & Telecom Conference Call November 16, 2023 6:20 AM ET Company Participants Jason Armstrong - Chief Financial Officer Conference Call Participants Benjamin Swinburne - Morgan Stanley Benjamin Swinburne Okay. We are going to get started.

Comcast Corporation (CMCSA) Morgan Stanley European Technology, Media & Telecom Conference (Transcript)

Charter Communications

Twenty-First Century Fox

Live Nation

News Corp

Paramount Global

AT&T

T-Mobile US

Verizon

Warner Bros Discovery Inc

The Communications Services sector of the S&P 500 is a mixed bag of companies growing revenue quickly and others with business models that are mature or undergoing transformation. Some of the latter have been crushed this year, but that could underline opportunities for 2024.

10 media stocks expected by Wall street analysts to rise as much as 60% in 2024

ATLANTA--(BUSINESS WIRE)--Comcast announced that Atlanta residents became among the first in the nation to receive symmetrical upload and download speeds.

Comcast Introduces Multi-Gig Symmetrical Speeds in Atlanta

MANCHESTER, N.H.--(BUSINESS WIRE)--Comcast announced it has appointed Shawn Adamson to Senior Vice President of Comcast Business for Comcast Cable's Northeast Division. In this role, Adamson will lead all aspects of Comcast Business' operations, from deepening small business relationships to implementing strategies in the midmarket and enterprise segments, across 14 northeastern states from Maine through Virginia and the District of Columbia. “Shawn is a seasoned leader with an excellent track.

Comcast Names Shawn Adamson Senior Vice President of Comcast Business for Comcast Cable's Northeast Division

The string of division reorganizations at NBCUniversal that started this past summer with the leadership transition following CEO Jeff Shell's exit continues. Today, Peacock's marketing team was realigned by Shannon Willett who joined the company last year as Chief Marketing Officer. It follows yesterday's shakeup at NBCUniversal's ad sales division.

Peacock Restructures Marketing Operation, Resulting In Layoffs

PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (Nasdaq: CMCSA) announced that on Monday, December 4, 2023, Mike Cavanagh, President of Comcast Corporation, will participate in the UBS Global Media and Communications Conference. A live webcast of the event will be available on the Company's Investor Relations website at www.cmcsa.com on Monday, December 4, 2023, at 9:00 A.M. Eastern Time. An on-demand replay will be available shortly after the conclusion of the presentation. To automatically.

Comcast to Participate in UBS Investor Conference

G-III Apparel Group

Hilton Worldwide Holdings

Lululemon Athletica

Royal Caribbean Cruises

Personal spending is increasing, which is boosting the economy. Thus, discretionary stocks like Comcast (CMCSA), GIII Apparel (GIII), Hilton Worldwide (HLT), Lululemon Athletica (LULU) and Royal Caribbean Cruises (RCL) are expected to benefit ahead of the holiday season.

5 Must-Buy Stocks Ahead of a Promising Holiday Season

Disney

Netflix

The stocks of studios and streaming companies were mostly higher early Thursday, after Hollywood's actors union reached a tentative deal with studios to end its strike, ending months of labor strife that ground the film and television industries to a historic halt, as the Associated Press reported. While union members have yet to vote on the three-year contract agreement, the leadership declared that the strike will end at 12:01 a.m.

Studio and streaming company stocks rally after Hollywood's actors union reaches tentative deal to end strike

Hollywood's actors and studios have a preliminary labor agreement.

SAG-AFTRA actors' union reaches tentative labor agreement with Hollywood studios

Peacock and parent company Comcast are beginning to turn a critical corner in the quickly escalating streaming battle — with sports standing as a key factor.

Peacock, Comcast are using sports to turn a corner in the streaming battle

NEW YORK--(BUSINESS WIRE)--Today, Xumo and Comcast Advertising released a joint report, titled The 2023 State of FAST. This new report explores the growing usage of free ad-supported streaming television (FAST) among advertisers and consumers, and the role it is playing in multiscreen TV advertising plans today. The report combines data insights from across Comcast Advertising and Xumo Play alongside custom research with advertisers and agency executives undertaken by Gavin Bridge, VP, Media Re.

New Xumo and Comcast Advertising Report Finds 84% of Advertisers Will Increase FAST Investments in 2024 as Consumer Awareness and Usage Reaches New Heights

NextEra Energy

Announcements of company spinoffs boost the value of stock prices in the near term. Yet over the long term, the value of the spinoff's shares must deliver growth on the top and bottom line for the good times to continue.

3 Publicly Traded Companies That Are Ripe for a Spinoff

Comcast's new film "Five Nights at Freddy's" offers up a compelling template for the cable giant to exploit. Its success shows that day-and-date can work, but probably only for projects that can resonate with the TikTok generation. What that means is Comcast needs to figure out that formula and replicate it with an expert it is already partners with: Jason Blum.

Comcast's Content Strategy Should Take A Lesson From 'Freddy'

Roku

Wall Street celebrated Roku's third quarter-report, in which the company reported strong trends in content distribution and advertising.

Media stocks pop as Roku rally lifts the sector

Li Auto Inc.

Eli Lilly

NVIDIA

Novo Nordisk

Symbotic Inc

Last year wasn't the best year for tech stocks. Some of the biggest names on Wall Street stumbled through the year as companies that were flush with growth during the Covid-19 pandemic adjusted to leaner times.

7 A-Rated Tech Stocks to Buy for November

Walt Disney on Wednesday began its formal acquisition of Comcast's one-third stake in Hulu, which would result in Disney's full ownership of the streaming service.

Disney to buy remaining third of Hulu from Comcast

Under the terms of the arrangement, Disney expects it will pay Comcast's NBC Universal about $8.61 billion by Dec. 1.

Disney taking full control of Hulu by acquiring Comcast's stake for $8.6B

The company will pay more than $8 billion for Comcast's portion of the streaming service.

Disney Buying Comcast's 33% Hulu Stake—Taking Total Ownership Of Streaming Service

Walt Disney Co. officially plans to buy the remaining 33% stake in Hulu that it doesn't own, the company said Wednesday afternoon.

Disney officially plans to buy remaining Hulu stake from Comcast

Walt Disney on Wednesday formally began the process of buying Comcast's one-third stake in Hulu, a deal that will give Disney full ownership of the streaming service and freedom to incorporate it into the Disney+ streaming service.

Disney to buy remaining 33% stake in Hulu from Comcast

Disney is going all in for Hulu. One day after the Mouse House and Comcast co-owned streamer went on the market, Disney is buying the remaining 33% stake in Hulu for $8.

News for Comcast Stock (CMCSA)